AltMountain

NREA Meritage, DST

Status: no Form D since Dec 2018. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

NREA Meritage, DST is a real estate fund based in Dallas, Texas. According to its most recent Form D, filed Dec 28, 2018, it has sold $21,203,358 of interests to 49 investors since its first sale in May 2018. The minimum investment it accepts from an outside investor is $100,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include NREA Meritage Investment Co., LLC; NREA Meritage Manager, LLC; NexPoint Real Estate Advisors IV, L.P.

Total raised
$21,203,358Cumulative sales reported on Form D
Investors
49
First sale
May 31, 2018
Minimum investment
$100,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
NREA Meritage Investment Co., LLC; NREA Meritage Manager, LLC; NexPoint Real Estate Advisors IV, L.P
Latest Form D
Dec 28, 2018

From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction

Questions about NREA Meritage, DST

What is the minimum investment for NREA Meritage, DST?

According to its latest Form D, filed Dec 28, 2018, the minimum investment NREA Meritage, DST accepts from an outside investor is $100,000.

Who can invest in NREA Meritage, DST?

NREA Meritage, DST is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.

How much has NREA Meritage, DST raised?

NREA Meritage, DST reports $21,203,358 sold from 49 investors on its Form D filed Dec 28, 2018. This is cumulative sales since the offering began, not current assets or performance.

Where is NREA Meritage, DST based?

NREA Meritage, DST is based in Dallas, Texas.

When did NREA Meritage, DST launch?

NREA Meritage, DST reports its first sale in May 2018.

Size compared with every real estate fund

Raised more than 92% of the 1,420 real estate funds based in Texas, and more than 88% of all 7,351 that report sales.

Other programs from NexPoint Real Estate Advisors IV, L.P.

All 25 funds from this sponsor

Other funds with the same team

More real estate funds in Dallas

Similar-size real estate funds in Texas

All real estate funds in Texas